INTERMODAL ASSOCIATION OF NORTH AMERICA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INTERMODAL ASSOCIATION OF NORTH AMERICA INC (EIN 52-1753485)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202423069349303012
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T16:56:26-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521853933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM&M | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10500 LITTLE PATUXENT PKWY 770 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521753485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERMODAL ASSOCIATION OF NORTH AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 3019823400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11785 BELTSVILLE DRIVE 1100 | AddressLine1Txt |
| City | CALVERTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE F CASEY | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 3019823400 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN MCELWANEY | PreparerPersonNm |
| PTIN | P01608821 | PTIN |
| Phone | 4108840220 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOANNE F CASEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11785 BELTSVILLE DRIVE 1100 | AddressLine1Txt |
| City | CALVERTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,741,920 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.INTERMODAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE INTERMODAL TRANSPORTATION INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $56,379 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,178,671 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,579,505 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,835 | PYInvestmentIncomeAmt |
| CY Investment Income | $372,293 | CYInvestmentIncomeAmt |
| PY Other Revenue | $320,007 | PYOtherRevenueAmt |
| CY Other Revenue | $29,306 | CYOtherRevenueAmt |
| PY Total Revenue | $12,572,513 | PYTotalRevenueAmt |
| CY Total Revenue | $13,981,104 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $333,550 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,927,697 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,835,798 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,626,449 | PYOtherExpensesAmt |
| CY Other Expenses | $4,626,765 | CYOtherExpensesAmt |
| PY Total Expenses | $8,887,696 | PYTotalExpensesAmt |
| CY Total Expenses | $8,462,563 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,684,817 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,518,541 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,376,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,743,039 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,405,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,756,469 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,970,762 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,986,570 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE THE INTERMODAL TRANSPORTATION INDUSTRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | CONFERENCES INCLUDING ANNUAL EXHIBITION & EDUCATIONAL SEMINARS - ASSOCIATION MEMBERS MEET TO LEARN ABOUT INTERMODAL TRANSPORTATION PRODUCTS & SERVICES AND EXCHANGE IDEAS, AND SET OPERATING POLICIES & PROCEDURES OF THE ASSOCIATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INFORMATION SERVICES FACILITATE THE INTERCHANGE OF EQUIPMENT AMONG CARRIERS OF DIFFERENT MODES OF TRANSPORTATION; INDUSTRY COMPLIANCE WITH STATE AND FEDERAL REGULATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETING AND EDUCATION (PREVIOUSLY PUBLICATIONS AND PRODUCTS) - THE MARKETING/COMMUNICATIONS DEPARTMENT IS RESPONSIBLE FOR MANAGING ALL EXTERNAL COMMUNICATIONS ON BEHALF OF THE ASSOCIATION AS WELL AS THE DEVELOPMENT OF PROMOTIONAL CAMPAIGNS FOR PRODUCTS, SERVICES, EVENT ATTENDANCE AND MEMBERSHIP RECRUITMENT. IN ADDITION, THE DEPARTMENT ALSO SOLICITS ADVERTISING REVENUE. PRODUCTS AND PUBLICATIONS SUPPORT MEMBER NEEDS IN FURTHERANCE OF THEIR EDUCATIONAL, BUSINESS AND REGULATORY COMPLIANCE OBJECTIVES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| MEMBERSHIP DUES AND OTHER MEMBER SERVICES. |
| POLICY AND COMMUNICATIONS - THE POLICY DEPARTMENT IS RESPONSIBLE FOR MONITORING ALL LEGISLATIVE AND REGULATORY ACTIVITIES WHICH COULD IMPACT MEMBERS OF THE ASSOCIATION. SPECIFIC FUNCTIONS INCLUDE: PROVIDING WEEKLY TRACKING MATRIXES FOR REGULATIONS AND LEGISLATION; ATTENDING HEARINGS; DEVELOPING POLICY PAPERS; ANALYZING THE IMPACTS OF PROPOSED REGULATIONS AND LEGISLATION; AND DRAFTING AGENCY AND CONGRESSIONAL FILINGS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANNE CASEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019823400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11785 BELTSVILLE DRIVE 1100 | AddressLine1Txt |
| City | CALVERTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20705 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SHELLI AUSTIN | ||||||||
| CHAIRMAN | 0.75 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS WILLIAMS | ||||||||
| VICE-CHAIRMAN | 0.75 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TREVOR ASH | ||||||||
| TREASURER | 0.75 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RYAN HOUFEK | ||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BURTON | ||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN LHOTAK | ||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS HOEHN | ||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| TIM HUMBERT | ||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DR NOEL HACEGABA | ||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARYCLARE KENNEY | ||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA MELVIN | ||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER BRACH | ||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DONNA LEMM | ||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE F CASEY | ||||||||
| PRESIDENT/CEO | 50.00 | Yes (X) | $809,270 | $0 | $138,803 | |||
| ROBERT A CANNIZZARO | ||||||||
| CHIEF OPERATING OFFICER | 50.00 | $342,442 | $0 | $71,942 | Yes (X) | |||
| MARY D SASKO | ||||||||
| VP-INFO. SERVICES | 50.00 | $227,171 | $0 | $65,407 | Yes (X) | |||
| HAL POLLARD | ||||||||
| VP-MEMBER SERVICES | 50.00 | $212,234 | $0 | $64,499 | Yes (X) | |||
| PIYUSH KUMAR PANCHAL | ||||||||
| ASSISTANT VP OF IT | 50.00 | $286,865 | $0 | $93,129 | Yes (X) | |||
| DAVID GAROFALO ASST VP | ||||||||
| OF MEMBERSHIP & COMMUNICATIONS | 50.00 | $123,404 | $0 | $78,299 | Yes (X) | |||
| ROBIN TROY | ||||||||
| DIRECTOR OF EVENTS & PARTNERSHIPS | 50.00 | $101,861 | $0 | $32,833 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,103,247 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $544,912 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| INTERMODAL IT CONSULTANTS | ||||||||||
| A-5 MORAR BAUG SOCIETY NEAR VASTA | PADRA | VADODARA | IN | 391440 | IT SUPPORT | $523,000 | ||||
| JM&M | ||||||||||
| ACCOUNTING & FINANCIAL SUPPORT | $372,500 | 10500 LITTLE PATUXENT PARKWAY SUIT | COLUMBIA | MD | 21044 | |||||
| AMERICAN TECHNOLOGY SERVICES LLC | ||||||||||
| COMP. OPER. SUPPORT | $353,245 | 2751 PROSPERITY AVE 6TH FLOOR | FAIRFAX | VA | 22031 | |||||
| FREEMAN DECORATING CO | ||||||||||
| EVENT SERVICES | $244,761 | PO BOX 650036 | DALLAS | TX | 75265 | |||||
| RINCK ADVERTISING INC | ||||||||||
| MARKETING AND ADVERTISING | $220,777 | 113 LIBSON STREET | LEWISTON | ME | 04240 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INFORMATION SVC FEES | 480000 | $9,816,140 | $9,816,140 | |
| SPONSORSHIP/CONFERENCE REVENUE | 480000 | $2,377,497 | $2,377,497 | |
| MEMBERSHIP DUES | 480000 | $878,206 | $878,206 | |
| PUBLICATION INCOME | 513190 | $507,662 | $451,283 | $56,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,579,505 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $498,400 | TotalRevenueColumnAmt |
| Exclusion | $498,400 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,306 | TotalRevenueColumnAmt |
| Exclusion | $29,306 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,634,709 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,760,816 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$126,107 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$126,107 | TotalRevenueColumnAmt |
| Exclusion | -$126,107 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,981,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,523,126 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $56,379 | UnrelatedBusinessRevenueAmt |
| Exclusion | $401,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,457 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,024,926 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,060 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,775 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,580 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,764 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,596 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,303 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319,712 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,798 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,630 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,236 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,837 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,774 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,150 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,473 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,045 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PRINTING - EXPO/TRADE S | $82,254 |
| BAD DEBT | $67,739 |
| TAXES | $23,414 |
| MISCELLANEOUS | $22,425 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,615 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,462,563 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,887,801 | BOYAmt |
| EOY | $3,049,456 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,528,062 | BOYAmt |
| EOY | $2,435,167 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,361,170 | BOYAmt |
| EOY | $230,960 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,037 | BOYAmt |
| EOY | $218,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,525,558 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,081,102 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,326 | BOYAmt |
| EOY | $444,456 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,795,409 | BOYAmt |
| EOY | $13,470,369 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,258,644 | BOYAmt |
| EOY | $18,005,161 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,114,197 | BOYAmt |
| EOY | $2,889,231 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,376,646 | BOYAmt |
| EOY | $40,743,039 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,841 | BOYAmt |
| EOY | $665,519 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,000 | BOYAmt |
| EOY | $390,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,235,737 | BOYAmt |
| EOY | $4,558,083 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,359,306 | BOYAmt |
| EOY | $3,142,867 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,405,884 | BOYAmt |
| EOY | $8,756,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,970,762 | BOYAmt |
| EOY | $31,986,570 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,970,762 | BOYAmt |
| EOY | $31,986,570 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,376,646 | BOYAmt |
| EOY | $40,743,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,518,541 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,497,267 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $196,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $196,392 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $517,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $513,305 | DepreciationAmt |
| Book Value | $4,686 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,811,175 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,371,405 | DepreciationAmt |
| Book Value | $439,770 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $444,456 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOVERNMENT SECURITIES | $3,643,708 | F |
| CORPORATE BONDS | $10,018,892 | F |
| STRUCTURED PRODUCTS | $4,178,048 | F |
| MUNICIPAL SECURITIES | $164,513 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,005,161 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $24,271 |
| OPERATING RIGHT OF USE ASSET | $2,716,202 |
| ACCRUED INTEREST | $148,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,889,231 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $3,142,867 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,142,867 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ASSOCIATION FILES TAX RETURNS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | IT SUPPORT | SpecificServicesProvidedTxt |
| Region Total Expenditures | $523,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $523,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $523,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOANNE F CASEY | ||||||||||||||
| PRESIDENT/CEO | $643,241 | $0 | $84,400 | $0 | $81,629 | $0 | $92,133 | $0 | $46,670 | $0 | $948,073 | $0 | $0 | $0 |
| ROBERT A CANNIZZARO | ||||||||||||||
| CHIEF OPERATING OFFICER | $340,739 | $0 | $0 | $0 | $1,703 | $0 | $69,425 | $0 | $2,517 | $0 | $414,384 | $0 | $0 | $0 |
| PIYUSH KUMAR PANCHAL | ||||||||||||||
| ASSISTANT VP OF IT | $233,069 | $0 | $53,640 | $0 | $156 | $0 | $67,872 | $0 | $25,257 | $0 | $379,994 | $0 | $0 | $0 |
| MARY D SASKO | ||||||||||||||
| VP-INFO. SERVICES | $172,501 | $0 | $53,640 | $0 | $1,030 | $0 | $62,893 | $0 | $2,514 | $0 | $292,578 | $0 | $0 | $0 |
| HAL POLLARD | ||||||||||||||
| VP-MEMBER SERVICES | $157,923 | $0 | $53,640 | $0 | $671 | $0 | $59,600 | $0 | $4,899 | $0 | $276,733 | $0 | $0 | $0 |
| DAVID GAROFALO ASST VP | ||||||||||||||
| OF MEMBERSHIP & COMMUNICATIONS | $123,059 | $0 | $0 | $0 | $345 | $0 | $55,247 | $0 | $23,052 | $0 | $201,703 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ASSOCIATION'S MEMBERS ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE CHAIRMAN OR TREASURER OF THE BOARD OF DIRECTORS AND THE PRESIDENT/CEO. |
| FORM 990, PART VI, SECTION B, LINE 12C | INTERNAL STAFF ISSUES OF POTENTIAL CONFLICTS ARE REVIEWED BY SENIOR STAFF AT REGULARLY-SCHEDULED STAFF MEETINGS; EXTERNAL POTENTIAL CONFLICTS MONITORED BY APPROPRIATE SENIOR STAFF MEMBER AND DEPENDING ON MAGNITUDE AND COMPANY INVOLVED DEALT WITH BY ASSOCIATION PRESIDENT/CEO OR APPROPRIATE VICE PRESIDENT. MAJOR POTENTIAL CONFLICTS DEALT WITH BY BOARD OF DIRECTORS AND GENERAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE (COMPRISING OFFICERS OF THE BOARD) MANAGES THE PRESIDENT/CEO'S EMPLOYMENT CONTRACT WHICH INCLUDES SALARY AND BENEFITS; VP COMPENSATION IS DISCUSSED WITH THE EXECUTIVE COMMITTEE-PRESIDENT/CEO MAKES FINAL DECISION; ALL SENIOR STAFF COMPENSATION, INCLUDING PRESIDENT/CEO, IS AUTHORIZED BY THE BOARD IN ANNUAL BUDGET APPROVAL PROCESS. COMPARABILITY IS BASED ON REVIEW OF AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE) SALARY AND BENEFITS GUIDELINES FOR SPECIFIC POSITIONS AND FOR NON-PROFIT ASSOCIATIONS OF SIMILIAR SIZE AND SCOPE. THE LAST TIME SUCH A REVIEW WAS DONE USING COMPARABILITY DATA WAS IN OCTOBER 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | WEBSITE IS USED FOR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST. FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PUBLIC RELATIONS 94,769. COMPUTER SOFTWARE/TECHINCAL 121,500. EXPO 371,881. HUMAN RESOURCES 2,703. MEMBER SERVICES 23,194. SOFTWARE DEVELOPMENT 36,540. OTHER FEES FOR SERVICES 505,110. ADVOCACY 164,015. |
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